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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,066 | $86,940-36.7% | $102,434-46.2% | $80,935-32.0% |
| Participation rate | 56.7% | 72.4%-15.7pp | 76.5%-19.8pp | 67.7%-11.0pp |
| Annual return | 11.34% | 18.89%-7.6pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,779 | $2,370-24.9% | $3,023-41.1% | $2,757-35.5% |
| Participant deferral / active EE | $3,641 | $4,121-11.7% | $5,055-28.0% | $4,299-15.3% |
| Admin fee / account holder | $1,377 | $8,047-82.9% | $9,462-85.5% | $6,924-80.1% |